Coupa knows Financial Services

Financial services procurement, sourcing, and inventory software solution. Long on savings. Short on complexity.

Everything changed in 2008. Today, you have to step up your efforts for managing risk, handling regulatory uncertainty and fending off commoditization. You have to be agile and efficient to be successful. And a great place to start is with your own indirect spending.

Coupa's financial services software isn’t like your legacy purchasing solutions though. It replaces complex applications and processes with an all-in suite of spend management solutions, a flexible cloud-based platform and rapid user adoption.

Coupa can help you handle the challenges of the financial services environment, including margin pressures, increased services spending, mergers/acquisitions, and the need for governance and policy compliance.

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BENEFITS OF COUPA FOR FINANCIAL SERVICES

“Coupa will transform how our organization conducts its procurement business. Coupa’s software is intuitive and easy to use, and it eliminates the need for customization through its high degree of flexibility and configurability. Plus, it has the capability to consolidate and standardize processes across the bank’s global operations; these were driving factors in BMO’s decision to choose Coupa,”

- Blair Morrison, Chief Procurement Officer at BMO

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SO WHAT’S NEXT?

See for yourself how Coupa is transforming spend management for the financial services industry. Hear from real Coupa customers in your industry, attend a live demonstration or connect with us directly below.

SEEING IS BELIEVING

Learn more about the Coupa suite by attending an online demo. Demos are held weekly in a variety of different languages and time zones.


Attend a Live Demo

In the meantime, check out the 3-min demo to the right!

CHAT WITH US

Let us know what’s on your mind and we’ll get back to you. Or, give us a jingle at 650-931-3200 ex. 1 in the US or 44 (0)20 7203 2043 in EMEA.

Metrics that Matter

4
Months

Speedy Results

A large finance organization went live with Coupa within 4 months.

40%
Increase in on-time PO submitals

Punctuality

A private equity firm experienced a 40% increase in on-time PO submitals when they switched to Coupa.

P2P for Financial Services

What are paper processes costing you?

Coupa for Financial Services

Financial Services firms bank on Coupa to optimize spend.

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Financial Services Software that produces Solutions

With Coupa’s cloud-based delivery model, you get the benefit of ongoing innovation without software and server maintenance tasks. From sourcing and purchasing to automated, touchless invoicing, Coupa has spend management solutions that create real savings for financial services companies – and that’s the bottom line.

SOURCING

Don’t make your employees wait to buy that software they need - they’ll go around you and spend too much. Start by getting good deals: Let multiple suppliers bid for your business – like eBay for corporate purchasing. Manage contracts and volume discounts.

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PROCUREMENT

With no training required and fewer clicks to complete an order, users can easily find what they need and get back to serving clients. You can empower your budget owners and procurement pros with advanced analytics to understand trends, optimize spend and control costs.  

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INVOICING

Streamline approvals and POs: Budget owners can approve requests from email or a mobile app – Coupa automatically creates the purchase order, sends it to the vendor and can track goods on receipt.

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